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Technology Stocks : Comverse Technology -- Ignore unavailable to you. Want to Upgrade?

To: NotNeiderhoffer who wrote (951)	12/6/1999 11:55:00 PM
From: Trader Dave	Read Replies (1) \| Respond to of 1331

NN: Sorry, I was across the pond, spending some last few minutes of alone time with the wife before the baby arrives in March. Generally, you won't see me "nattily" dressed. Dozer and I are "casually oriented," especially with the kind of wild outperformance we're having. Talk to me in a down market and you'll be much more likely to see me in a suit (still under 5 wearings a year). In the winter it's jeans and a button down shirt and in the summer walking through NYC humidity, I'm in shorts. So having a 100% tech portfolio in this market is teaching me what it's like to be the most popular kid in high school. It is much appreciated after my TRS-80 Model I days in middle school! You know, the most popular kids don't rule forever and that worries me about this market. These are great companies and everything we own has an actual real live PE ratio and maybe (maybe) a borderline rational P/S ratio. But with the potentially excess frenzy in tech, don't we risk a correction that's too extreme in the other direction? (Of course we do! If anyone knows the timing in advance, 7 figure reward to be paid!) Since I suck big time at market timing, I'm gonna keep my warren buffet buy and hold philosophy going, I hate commissions and uncle sam payments anyhow. Inadazeafter6daysawayTD